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Clearview Wealth Advisors’s UFP Industries UFPI Stock Holding History

Clearview Wealth Advisors’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-138
Closed -$13.4K – 602
2023
Q2 		$13.4K Buy
138
+1
+0.7% +$83 0.01% 325
2023
Q1 		$10.9K Hold
137
– – 0.01% 355
2022
Q4 		$10.9K Buy
137
+1
+0.7% +$76 0.01% 316
2022
Q3 		$10K Hold
136
– – 0.01% 339
2022
Q2 		$9K Buy
136
+1
+0.7% +$75 0.01% 371
2022
Q1 		$10K Hold
135
– – 0.01% 388
2021
Q4 		$12K Hold
135
– – 0.01% 390
2021
Q3 		$9K Hold
135
– – 0.01% 444
2021
Q2 		$10K Buy
+135
New +$10.7K 0.01% 433

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearview Wealth Advisors's UFPI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of UFP Industries (UFPI) in Q3 2023, closing a stake of 138 shares — an estimated $13.4K sold.

Clearview Wealth Advisors first reported a position in UFPI in Q2 2021 and held it in 9 quarters. The position peaked at $13.4K in Q2 2023. 362 funds tracked by Wall St. Rank hold UFPI as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining UFP Industries position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 138 UFP Industries shares in Q3 2023, an estimated $13.4K.
  • Clearview Wealth Advisors first reported a position in UFP Industries in Q2 2021 and held it in 9 quarters.
  • Clearview Wealth Advisors's UFP Industries position peaked at $13.4K in Q2 2023.
  • 362 funds tracked by Wall St. Rank held UFP Industries as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.